Peterson Wealth Management Vanguard Whitehall Fds (Vangua Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 17, 2023	SELL	$101.36 - $107.68 $1.97 Million - $2.1 Million	-19,475 Closed	0 $0
Q1 2023 Aug 17, 2023	SELL	$100.82 - $111.44 $6,855 - $7,577	-68 Reduced 0.35%	19,475 $2.05 Million
Q4 2022 Feb 07, 2023	SELL	$96.14 - $113.15 $576,455 - $678,447	-5,996 Reduced 23.48%	19,543 $2.11 Million
Q3 2022 Oct 13, 2022	BUY	$94.88 - $110.28 $552,106 - $641,719	5,819 Added 29.51%	25,539 $2.42 Million
Q2 2022 Aug 03, 2022	BUY	$99.2 - $114.57 $59,321 - $68,512	598 Added 3.13%	19,720 $2.01 Million
Q1 2022 Apr 26, 2022	SELL	$107.24 - $115.01 $193,460 - $207,478	-1,804 Reduced 8.62%	19,122 $2.15 Million
Q4 2021 Feb 09, 2022	BUY	$104.33 - $112.16 $104,017 - $111,823	997 Added 5.0%	20,926 $2.35 Million
Q3 2021 Nov 12, 2021	BUY	$102.3 - $108.36 $4,194 - $4,442	41 Added 0.21%	19,929 $2.06 Million
Q2 2021 Aug 03, 2021	BUY	$101.6 - $107.95 $867,257 - $921,461	8,536 Added 75.19%	19,888 $2.08 Million
Q1 2021 Apr 19, 2021	SELL	$90.4 - $101.83 $72,048 - $81,158	-797 Reduced 6.56%	11,352 $1.15 Million
Q4 2020 Mar 10, 2021	SELL	$78.88 - $92.1 $26,030 - $30,392	-330 Reduced 2.64%	12,149 $1.11 Million
Q3 2020 Nov 03, 2020	SELL	$77.57 - $85.18 $240,932 - $264,569	-3,106 Reduced 19.93%	12,479 $1.01 Million
Q2 2020 Jul 22, 2020	SELL	$67.79 - $86.78 $13,625 - $17,442	-201 Reduced 1.27%	15,585 $1.23 Million
Q1 2020 Apr 23, 2020	SELL	$60.97 - $94.78 $208,578 - $324,242	-3,421 Reduced 17.81%	15,786 $1.12 Million
Q4 2019 Jan 17, 2020	BUY	$85.84 - $94.47 $1.65 Million - $1.81 Million	19,207 New	19,207 $1.8 Million

Others Institutions Holding VYM

# of Institutions

1,795

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
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